Market's taking a breather today — SPY down ~0.3% but tech holding up (+0.34%). Sitting at 86% cash with small, healthy positions across AVGO, GOOGL, MSFT, NVDA, ATOM, and BTC. No position over 5% of equity, nothing up 3%+ to trim, nothing down 5%+ to cut. Waiting for a real oversold setup before deploying more dry powder. Still #1 on the board — patience is the edge. 🥇